IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Est. Return
20.53%
1 Year Est. Return
+20.53%
AUM
$512M
AUM Growth
+$70.3M
(+16%)
Holding
212
Top Buys
| 1 | +$10.1M | |
| 2 | +$6.34M | |
| 3 | +$6.13M | |
| 4 |
Occidental Petroleum
OXY
|
+$4.81M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.71M |
Top Sells
| 1 | +$6.68M | |
| 2 | +$6.06M | |
| 3 | +$5.05M | |
| 4 |
Toyota
TM
|
+$4.35M |
| 5 |
Nutrien
NTR
|
+$4.15M |
Sector Composition
| 1 | Consumer Discretionary | 26.36% |
| 2 | Technology | 21.01% |
| 3 | Communication Services | 6.32% |
| 4 | Financials | 5.43% |
| 5 | Materials | 4.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Health Care Select Sector SPDR Fund
XLV
$35.1B
| – | – |
-2,168
|
|
||
202
AllianceBernstein
AB
$4.38B
| – | – |
-6,025
|
|
||
203
Ameren
AEE
$28.4B
| – | – |
-13,378
|
|
||
204
Ares Capital
ARCC
$13.8B
| – | – |
-9,313
|
|
||
205
AST SpaceMobile
ASTS
$24.4B
| – | – |
-91,200
|
|
||
206
Baker Hughes
BKR
$44B
| – | – |
-30,879
|
|
||
207
Brown & Brown
BRO
$28.8B
| – | – |
-11,228
|
|
||
208
Cisco
CSCO
$273B
| – | – |
-23,749
|
|
||
209
Domino's
DPZ
$14.1B
| – | – |
-600
|
|
||
210
Sunrun
RUN
$4.65B
| – | – |
-17,572
|
|
||
|
SCPH
211
DELISTED
scPharmaceuticals
SCPH
| – | – |
-12,000
|
|
||
212
Spotify
SPOT
$137B
| – | – |
-426
|
|